Step 6 –
Create Your Business Case

Join our free expert-led CRM webinar series

In Step 6, Managing Director, Billy Lyle covers one of the most important parts of the CRM implementation process, defining your business case. This is the stage where you will start to design a system around the needs of your business.

20 Minute Webinar: Thursday 15th March 2018 @ 11:00 am

Join Our Webinar:
Step 6 – Create Your Business Case

What’s covered in this webinar series?

Creating your business case

Our 20-minute webinar will help you get your business case in great shape, and help you meet your stakeholder expectations. If you’ve been tasked with reporting to the board with a CRM proposal, you need to make sure it has the full project overview, from objectives to finance-centric elements and cost-benefit analysis that they need to see to allow the CRM strategy to go forward.

Join our 20 minute webinar

In the sixth webinar of our CRM Preparation Series, we turn our experience into insight to help you prepare your CRM recommendation to your board and/or steering group with business value at the core of your argument.

Date: Thursday 15th March 2018
Time: 11:00 am

This webinar is the sixth in our expert-led new CRM Preparation Series, where we help you prepare your business case which in turn will help your stakeholder engagement.

Webinar objectives:

Understand the key reasons why you should spend time on preparing your business case.
Know how to create a business case that meets expectations.
Prepare for the five key questions the board are most likely to ask you.

Series overview:

If you are expected to submit a CRM recommendation to the board or you’ve been given a brief to work on a CRM project, this is a worthwhile webinar. It will be recorded as part our series so if you can’t make it, register anyway and we’ll make sure you get it.

This webinar is the sixth in our expert-led new CRM Preparation Series, where we help you prepare your business case which in turn will help your stakeholder engagement.

Our next webinar will show you how to assess the right platform and partner before wrapping up in our final webinar with the all-important ROI calculation. If you’ve missed any of the topics from this series, you can get them on catch up – see the full list below.

By registering for this webinar, we’ll automatically let you know when the next upcoming webinar from the series will run.

More webinars in this series

Step 1 Webinar: What is CRM in 2017. (Recording Available)
Step 2 Webinar: What CRM solutions are available. (Recording Available)
Step 3 Webinar: Essential CRM steps for success. (Recording Available)
Step 4 Webinar: The difference between vendors and partners. (Recording Available)

Step 5 Webinar: Guide to CRM selection and requirements. (Recording Available)
Step 6 Webinar: Create your business case. (Recording Available)
Step 7 Webinar: Choose your partner/platform. Thursday 12th April 2018, 11:00am.
Step 8 Webinar: Prepare your cost benefit analysis. Thursday 10th May 2018, 11:00am

Presenter:
Billy Lyle
Managing Director,
Redspire CRM Software

Your presenter:

Billy Lyle is the Managing Director of Redspire Ltd, a Microsoft Dynamics Gold Certified Partner. Billy’s CRM career spans 22 years and across retail, manufacturing, public sector, financial services and technology sectors.

Redspire has helped organisations identify, implement and manage the right CRM tools to achieve their business objectives.

Why Redspire?

We’re Dynamics 365 specialists and know it inside out, we make things possible even with the most complex projects. There are 25 of us bringing Dynamics 365 to life and improving customer experiences across a broad range of businesses across the UK.

Our results deliver high user adoption and can really move your business forward. Our process, focus on excellence and friendly approach are probably the main reasons we have so many long-standing relationships. Take a look at just a few of our clients below!

Our Clients

We have long standing relationships with our clients. Our experience and past projects mean we can often help new clients get up and running faster based on what has worked well elsewhere. We have clients in the retail, travel, manufacturing, pharmaceutical, technology, and financial services sectors.